A complete list of active advisors currently associated with Index Financial Advisors LLC

Warmer can help you find a great advisor at Index Financial Advisors LLC or one who fits your needs even better.

Index Financial Advisors LLC provides investment management, comprehensive financial planning, and project-based financial consulting to individuals, families, trusts and estates. As of December 31, 2025 the firm reported managing approximately $126 million across about 140 accounts for roughly 23 clients, and it manages client assets on a non-discretionary basis, executing trades only after client consent. The firm follows a long-term, passive approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, emphasizing asset allocation and low-cost, well‑diversified index mutual funds and ETFs. Portfolios are reviewed at least quarterly, rebalanced as needed, and written recommendations are provided to clients rather than relying on discretionary trading authority. Distinctive features include an atypical affiliation with accounting-related activities: the firm’s principal devotes about 20% of his time to providing accounting, administrative, and consulting services to a family office and related entities. The firm is fee‑only, does not take custody of client assets, does not vote client proxies, and generally does not aggregate trades for multiple clients.

To learn more about the advisors currently working at Index Financial Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.